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Rise Advisors’s Appian APPN Stock Holding History

Rise Advisors’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-97
Closed -$2.79K – 1547
2025
Q1 		$2.79K Hold
97
– – ﹤0.01% 1168
2024
Q4 		$3.2K Sell
97
-114
-54% -$4.07K ﹤0.01% 1064
2024
Q3 		$7.2K Sell
211
-50
-19% -$1.62K ﹤0.01% 1057
2024
Q2 		$8.05K Sell
261
-20
-7% -$656 ﹤0.01% 1045
2024
Q1 		$11.2K Sell
281
-60
-18% -$2.08K 0.01% 1027
2023
Q4 		$12.8K Sell
341
-50
-13% -$1.95K 0.01% 295
2023
Q3 		$17.8K Sell
391
-166
-30% -$7.95K 0.01% 250
2023
Q2 		$26.5K Buy
557
+50
+10% +$2.11K 0.02% 210
2023
Q1 		$22.5K Buy
507
+3
+0.6% +$121 0.02% 236
2022
Q4 		$16.5K Sell
504
-23
-4% -$907 0.01% 270
2022
Q3 		$22K Hold
527
– – 0.02% 228
2022
Q2 		$25K Sell
527
-10
-2% -$503 0.03% 207
2022
Q1 		$33K Buy
537
+115
+27% +$6.52K 0.03% 192
2021
Q4 		$27.5K Buy
+422
New +$35.1K 0.03% 207

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rise Advisors's APPN Position: Q2 2025 in Review

Rise Advisors sold out of Appian (APPN) in Q2 2025, closing a stake of 97 shares — an estimated $2.79K sold.

Rise Advisors first reported a position in APPN in Q4 2021 and held it in 14 quarters. The position peaked at $33K in Q1 2022. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

  • Rise Advisors reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 97 Appian shares in Q2 2025, an estimated $2.79K.
  • Rise Advisors first reported a position in Appian in Q4 2021 and held it in 14 quarters.
  • Rise Advisors's Appian position peaked at $33K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.